DFG Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$150/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $150.”

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed financial planning fee charged will range from a flat fee minimum of $1,000 to a maximum flat fee of $10,000 dependent on planning services selected by client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How DFG Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable, and may be waived for accounts that DFGWM may supervise but not manage daily.”
• “These fees are negotiable depending upon the needs of the client and complexity of the situation, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Fees are paid quarterly in arrears calculated as a daily average balance of quarterly assets, and clients may terminate their contracts with thirty days’ written notice.”

How DFG Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$150 is below the Illinois median of $273. 3% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Illinois median of $4,500. 60% of the 175 other Illinois planners that publish a flat or project fee charge less.

About DFG Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

143

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$65,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157751

Phone

(630) 233-6060

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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